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jbog

04/22/13 12:44 PM

#160176 RE: DewDiligence #160172

The initial sales should show us what comfort level the doc's have regarding the safety profile for BG12. Initially, it looks nice but only time will tell.
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jbog

04/29/13 12:37 PM

#160445 RE: DewDiligence #160172

Tecfidera’s first week

It’s hard to know the extent to which the strong script sales in the first week is indicative of future sales rather than the widespread publicity about the drug in the past few months.





How about the 3rd week?

Biogen MS drug scripts show 120% week-over-week gain,Leerink says third-week scripts for Biogen's multiple sclerosis drug Tecfidera were strong with a 120% increase week-over-week.

I'm hearing that the only snag is the paperwork at this point.
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jbog

06/03/13 12:14 PM

#162048 RE: DewDiligence #160172

Biogen MS drug scripts up 12% in week eight, says Citigroup

Citigroup says that in its eighth week of launch, scripts for Biogen's (BIIB) multiple sclerosis drug Tecfidera were up 12% to 2,203.

Citi notes it took 54 weeks for Novartis' Gilenya to reach that scrip level. The firm says Tecfidera is set to beat Q2 and 2013 estimates by a large amount and it keeps a Buy rating on shares of Biogen.

You couldn't tell by today's price action....